| مستخلص: |
Deep energy decarbonization requires a shift in the materials used in energy technologies, or energy technology materials (ETMs). While many existing ETM studies are motivated by perceived supply chain vulnerabilities, the effect of changing demand on exporters of materials is relatively less explored but still relevant to competitiveness, growth, and other economic priorities that coexist with climate change goals in both developing and developed countries. This study examines whether there are ETM products and product groups that exhibit characteristics in growth, volatility, and importer and exporter concentration in trade value and volume from 1999-2018 that are beneficial to exporters, and what the policy implications of these metrics may be. To do this, we systematically isolate and categorize 30 relevant traded products in UN Comtrade into clean and traditional materials, as well as into unrefined and refined materials; these outputs that can be re-used by other researchers for subsequent studies. The study finds that lithium carbonate exhibits the most beneficial metrics for exporters over time. Employing parametric and non-parametric inferential statistical methods where appropriate, we also find that clean energy and refined materials are disproportionately represented in the high-performing products for exporters, compared to traditional and unrefined materials that developing countries tend to export more frequently. These and other results make a case for directed policy attention toward enhancing clean and refined ETM trade and capabilities in developing countries, although other policy options are also discussed |
